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Estate Planning Basics – Preparing for Incapacity and Existing Plans

January 19, 2023 @ 6:00 pm - 8:00 pm

Let’s talk about what documents are usually included in an Estate Plan: A Will, a Power of Attorney,
an Advance Directive…

Here some of the questions/topics addressed during this session:

– What is the difference between a Will and a Trust?

– Power of Attorney vs. Guardianship proceedings;

– What is probate? How to avoid it;

– Beneficiaries to financial accounts, such as life insurance, retirement stocks… things to have in mind;

– Minor children provisions.

FOCUS: Power of Attorney vs. Adult Guardianship Proceedings – what triggers them? Who determines that a

person is incapacitated? Existing Estate Planning Documents – are they still valid? For how long? How do I amend

my Trust?


Cleveland County Wellness Square
210 S. James Garner Ave., Classroom 100
Norman, OK 73069 United States


The Well